Avantax Advisory Services, Inc. Ishares Gold Trust Transaction History

Avantax Advisory Services, Inc.

$13.8 Billion
Q2 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Gold Trust stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 61,096 shares of IAU stock, worth $3.07 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

61,096

Previous 34,794 75.59%

Holding current value

$3.07 Million

Previous $1.46 Million 83.64%

% of portfolio

0.02%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$42.46 - $45.89 $1.12 Million - $1.21 Million	26,302 Added 75.59%	61,096 $2.68 Million
Q1 2024 May 08, 2024	SELL	$37.66 - $42.01 $60,331 - $67,300	-1,602 Reduced 4.4%	34,794 $1.46 Million
Q4 2023 Feb 07, 2024	SELL	$34.47 - $39.34 $214,334 - $244,616	-6,218 Reduced 14.59%	36,396 $1.42 Million
Q3 2023 Nov 07, 2023	SELL	$34.99 - $37.48 $906,310 - $970,806	-25,902 Reduced 37.8%	42,614 $1.49 Million
Q2 2023 Aug 11, 2023	BUY	$36.15 - $38.86 $798,155 - $857,989	22,079 Added 47.55%	68,516 $2.49 Million
Q1 2023 Apr 28, 2023	BUY	$34.33 - $37.9 $13,079 - $14,439	381 Added 0.83%	46,437 $1.74 Million
Q4 2022 Feb 13, 2023	SELL	$30.88 - $34.6 $1.62 Million - $1.82 Million	-52,552 Reduced 53.29%	46,056 $1.59 Million
Q3 2022 Nov 01, 2022	BUY	$30.82 - $34.3 $227,698 - $253,408	7,388 Added 8.1%	98,608 $3.11 Million
Q2 2022 Aug 02, 2022	SELL	$34.31 - $37.62 $33,452 - $36,679	-975 Reduced 1.06%	91,220 $3.13 Million
Q1 2022 Apr 27, 2022	SELL	$34.0 - $38.98 $30,328 - $34,770	-892 Reduced 0.96%	92,195 $3.4 Million
Q4 2021 Jan 24, 2022	SELL	$33.36 - $35.53 $314,151 - $334,586	-9,417 Reduced 9.19%	93,087 $3.24 Million
Q3 2021 Oct 21, 2021	BUY	$32.85 - $34.83 $93,556 - $99,195	2,848 Added 2.86%	102,504 $3.43 Million
Q2 2021 Jul 29, 2021	BUY	$32.9 - $68.08 $3.28 Million - $6.78 Million	99,656 New	99,656 $3.35 Million

Others Institutions Holding IAU

# of Institutions

1,263

Shares Held

375M

Call Options Held

5.19M

Put Options Held

28.3M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $42.6B

More about IAU

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Avantax Advisory Services, Inc. Ishares Gold Trust Transaction History